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Engage for Credit Unions

Hitachi Solutions

A complete, holistic view of member information for a personalized member experience

Engage for Credit Unions for Microsoft Dynamics 365 gives bankers and wealth managers a holistic, member-centered view of their business so they can build strong, long-lasting relationships with their members. Our solution helps you understand, track, and manage your relationships with members and prospects. Provide responsive service that wins loyalty and offer financial products and services that are tailored to your members’ needs.

Engage for Credit Unions offers a unique solution that enables Credit Unions to:

  • Gain a complete, 360-degree view of every member, including profile, interaction history, products owned, and financial needs.
  • Communicate the right information and deliver compelling offers to members no matter where and how you interact with them.
  • Put information into context and make well-informed decisions using dashboards and reports that are customized to each job role and line of business.
  • Work together effectively with a single, consistent view of members, products, and offers across lines of business.

Additionally, Engage for Wealth Management provides wealth advisors and client service teams unprecedented visibility into client, company, and investment data so they can use it to make better-informed decisions. Increase your assets under management by finding and executing on new business opportunities and building strong, trust-based relationships with existing clients.

  • Visualize and track the complex relationships between clients, households, and companies.
  • Use member knowledge to provide personalized advice, improve service, and provide targeted up-sell and cross-sell offers
  • Take a highly structured, data-driven approach to business development

Please contact Hitachi Solutions for more information on our full product suite.

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